Northwestern Mutual Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11B	Buy	37,819,350 +3,009,782	+9%	+$85.9M	0.59%	27
2026 Q1	$893M	Buy	34,809,568 +3,824,596	+12%	+$103M	0.55%	28
2025 Q4	$834M	Buy	30,984,972 +1,546,669	+5%	+$41.3M	0.53%	33
2025 Q3	$775M	Buy	29,438,303 +1,616,966	+6%	+$41.1M	0.52%	32
2025 Q2	$680M	Buy	27,821,337 +3,342,325	+14%	+$75.6M	0.5%	34
2025 Q1	$540M	Buy	24,479,012 +3,701,133	+18%	+$86.2M	0.44%	35
2024 Q4	$482M	Buy	20,777,879 +1,348,409	+7%	+$31.4M	0.41%	36
2024 Q3	$439M	Buy	19,429,470 +1,735,077	+10%	+$37.8M	0.39%	35
2024 Q2	$379M	Buy	17,694,393 +2,129,829	+14%	+$44M	0.37%	36
2024 Q1	$322M	Buy	15,564,564 +1,428,912	+10%	+$28.1M	0.33%	41
2023 Q4	$266M	Buy	14,135,652 +693,555	+5%	+$12.2M	0.3%	41
2023 Q3	$227M	Buy	13,442,097 +625,692	+5%	+$11M	0.29%	42
2023 Q2	$224M	Buy	12,816,405 +406,377	+3%	+$6.71M	0.29%	44
2023 Q1	$200M	Sell	12,410,028 -431,313	-3%	-$6.79M	0.28%	44
2022 Q4	$193M	Buy	12,841,341 +110,943	+0.9%	+$1.68M	0.29%	42
2022 Q3	$180M	Buy	12,730,398 +610,638	+5%	+$9.58M	0.31%	42
2022 Q2	$180M	Buy	12,119,760 +2,241,792	+23%	+$36.3M	0.31%	41
2022 Q1	$177M	Buy	9,877,968 +1,013,664	+11%	+$17.9M	0.28%	47
2021 Q4	$168M	Buy	8,864,304 +382,314	+5%	+$7.06M	0.27%	43
2021 Q3	$147M	Buy	8,481,990 +226,104	+3%	+$4.03M	0.27%	47
2021 Q2	$143M	Buy	8,255,886 +504,474	+7%	+$8.51M	0.27%	46
2021 Q1	$124M	Buy	7,751,412 +435,222	+6%	+$6.82M	0.26%	47
2020 Q4	$111M	Buy	7,316,190 +184,560	+3%	+$2.64M	0.26%	49
2020 Q3	$95.8M	Sell	7,131,630 -228,048	-3%	-$3.03M	0.26%	47
2020 Q2	$90.9M	Buy	7,359,678 +143,838	+2%	+$1.68M	0.28%	41
2020 Q1	$73.7M	Buy	7,215,840 +1,976,328	+38%	+$24M	0.28%	42
2019 Q4	$67.1M	Buy	5,239,512 +342,402	+7%	+$4.2M	0.23%	51
2019 Q3	$57.9M	Buy	4,897,110 +407,472	+9%	+$4.8M	0.22%	52
2019 Q2	$52.5M	Buy	4,489,638 +670,752	+18%	+$7.7M	0.21%	52
2019 Q1	$43M	Buy	3,818,886 +356,112	+10%	+$3.86M	0.19%	58
2018 Q4	$34.5M	Buy	3,462,774 +1,118,124	+48%	+$12M	0.17%	63
2018 Q3	$27.2M	Buy	2,344,650 +206,904	+10%	+$2.35M	0.14%	75
2018 Q2	$23.2M	Buy	2,137,746 +174,960	+9%	+$1.89M	0.13%	80
2018 Q1	$20.6M	Buy	1,962,786 +353,442	+22%	+$3.84M	0.13%	85
2017 Q4	$17.1M	Buy	1,609,344 +257,466	+19%	+$2.67M	0.11%	96
2017 Q3	$13.5M	Buy	1,351,878 +320,478	+31%	+$3.15M	0.1%	114
2017 Q2	$9.93M	Buy	1,031,400 +652,008	+172%	+$6.22M	0.08%	136
2017 Q1	$3.56M	Buy	379,392 +187,866	+98%	+$1.74M	0.03%	207
2016 Q4	$1.7M	Buy	191,526 +122,418	+177%	+$1.06M	0.02%	265
2016 Q3	$594K	Buy	69,108 +21,420	+45%	+$184K	0.01%	399
2016 Q2	$396K	Buy	47,688 +20,298	+74%	+$167K	0.01%	451
2016 Q1	$223K	Buy	27,390 +25,776	+1,597%	+$199K	﹤0.01%	543
2015 Q4	$13K	Sell	1,614 -3,894	-71%	-$31.7K	﹤0.01%	1125
2015 Q3	$42K	Buy	5,508 +3,630	+193%	+$29.4K	﹤0.01%	744
2015 Q2	$15K	Buy	+1,878	New	+$15.8K	﹤0.01%	922
2015 Q1	–	Sell	-6,828	Closed	-$56K	–	1781
2014 Q4	$56K	Buy	6,828 +3,222	+89%	+$25.8K	﹤0.01%	630
2014 Q3	$28K	Sell	3,606 -1,260	-26%	-$9.92K	﹤0.01%	734
2014 Q2	$38K	Buy	4,866 +1,260	+35%	+$9.54K	﹤0.01%	646
2014 Q1	$27K	Sell	3,606 -4,914	-58%	-$36K	﹤0.01%	704
2013 Q4	$63K	Hold	8,520	–	–	﹤0.01%	559
2013 Q3	$57K	Buy	+8,520	New	+$56.8K	﹤0.01%	559

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCHX Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 8.6% in Q2 2026, buying an estimated $85.9M and bringing the position to 37,819,350 shares worth $1.11B. The position accounts for 0.59% of the portfolio, ranked #27.

Northwestern Mutual Wealth Management first reported a position in SCHX in Q3 2013 and has held it in 51 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Northwestern Mutual Wealth Management held 37,819,350 shares of Schwab US Large- Cap ETF worth $1.11B as of Q2 2026.
Northwestern Mutual Wealth Management bought 3,009,782 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $85.9M.
Schwab US Large- Cap ETF made up 0.59% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #27 holding.
Northwestern Mutual Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 51 quarters since.
1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.